European office deals rebound as investors bet on supply crunch

Financial Times Published Updated Global Markets & Finance
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Affected assets and topics

EUROPE

Why it matters

European office deals are experiencing a rebound, with a significant increase in large-scale transactions in central London, driven by investor expectations of a supply crunch. This trend is evident in the nearly doubled number of deals worth £100mn or more in 2025 compared to the previous year. The surge in demand is expected to impact the office market positively.

Expected market reaction

Bullish Confidence 90% How confidence is read Horizon: Short term Impact: Moderate

Market impact analysis based on bullish sentiment with 90% confidence.

Evidence trail

Evidence
Claim European office deals rebound as investors bet on supply crunch
AI inference Bullish · 90%
Generated 2026-01-04 05:00

AI provenance

Analysed by Llama 3.1 8B Instant (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.1-8b-instant
Analysis version
groq-llama-3.1-8b-instant
Article id
28350

Original source

Total of 21 deals worth £100mn or more in central London in 2025 is almost double previous year’s figure

Read the full article on Financial Times

Original article published by Financial Times on January 4, 2026. Analysis and insights provided by AnalystMarkets AI.

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Llama 3.1 8B Instant (Groq) · 40.5% correct across 1187 scored calls on indices See the full record